KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (EIN 93-0798039)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-11
IRS object ID: 201523159349303637
Schema version: 2014v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-11T15:47:20-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	930798039	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN	BusinessNameLine1Txt
Business Name Line2	OF THE NORTHWEST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% SVP CC AND CAO	InCareOfNm
Business Name Control	KAIS	BusinessNameControlTxt
Phone	5102716611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA 15L	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DEBORAH STOKES	PersonNm
Person Title	VP, TAX SERVICES	PersonTitleTxt
Phone	2673303000	PhoneNum
Signature	2015-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT W FRIZ	PreparerPersonNm
PTIN	P00438748	PTIN
Phone	2673303000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANDREW R MCCULLOCH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA 15L	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,829,096,178	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.kp.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1984	FormationYr
Legal Domicile State	OR	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	7804	TotalEmployeeCnt
Total Volunteers	89	TotalVolunteersCnt
Total Gross UBI	$6,326,261	TotalGrossUBIAmt
PY Contributions Grants	$90,559	PYContributionsGrantsAmt
CY Contributions Grants	$105,012	CYContributionsGrantsAmt
PY Program Service Revenue	$3,143,279,380	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,321,357,419	CYProgramServiceRevenueAmt
PY Investment Income	$18,066,444	PYInvestmentIncomeAmt
CY Investment Income	$22,626,802	CYInvestmentIncomeAmt
PY Other Revenue	$25,188,579	PYOtherRevenueAmt
CY Other Revenue	$341,724	CYOtherRevenueAmt
PY Total Revenue	$3,186,624,962	PYTotalRevenueAmt
CY Total Revenue	$3,344,430,957	CYTotalRevenueAmt
PY Grants And Similar Paid	$280,075	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$204,055	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$795,598,531	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$799,747,251	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,363,425,456	PYOtherExpensesAmt
CY Other Expenses	$2,520,290,867	CYOtherExpensesAmt
PY Total Expenses	$3,159,304,062	PYTotalExpensesAmt
CY Total Expenses	$3,320,242,173	CYTotalExpensesAmt
PY Revenues Less Expenses	$27,320,900	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$24,188,784	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,333,718,570	TotalAssetsBOYAmt
Total Assets EOY	$1,376,085,384	TotalAssetsEOYAmt
Total Liabilities BOY	$911,194,558	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,191,917,215	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$422,524,012	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$184,168,169	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$2,947,214,134	ExpenseAmt
Grant	$204,055	GrantAmt
Revenue	$3,254,906,242	RevenueAmt
Desc	MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP OF NORTHWEST) PROVIDES HOSPITAL, MEDICAL, AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP OF NORTHWEST EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$116,844,807	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$65,773,396	RevenueAmt
Desc	Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of the Northwest (KFHP-NW) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP-NW members, but also within the communities we serve. At the end of 2014, more than 22,000 individuals were receiving the benefits of full membership in KFHP-NW's Medicaid managed care program. Approximately 7,700 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP-NW provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP-NW members.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$24,183,959	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$677,780	RevenueAmt
Desc	Charity Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of the Northwest (KFHP-NW) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP-NW offers financial assistance through the MFA program to help families and individuals with a demonstrated financial need pay for all or part of the cost of emergency or medically necessary care provided in Kaiser Permanente facilities and/or by Kaiser Permanente providers. In 2014, this program assisted more than 13,000 qualifying applicants. The CHC program offers regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. More than 3,700 individuals were receiving comprehensive health care through this program at the end of 2014.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$1,888,778	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE SCHEDULE O COMMUNITY BENEFIT REPORT	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,888,778	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,090,131,678	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3568	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7804	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SVP CC AND CAO	PersonNm
Phone	5102716385	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA 15L	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Christine K Cassel
Director	1.0	13.0	Yes (X)	$0	$173,500	$0
Thomas W Chapman
Director	1.0	13.0	Yes (X)	$0	$261,807	$17,500
Jeffrey E Epstein
Director	0.5	7.0	Yes (X)	$0	$197,467	$0
Daniel P Garcia
SVP, Chief Compliance Officer	2.0	48.0	Yes (X)	$0	$1,357,344	$175,853	Yes (X)
William R Graber
Director	0.5	7.0	Yes (X)	$0	$231,434	$0
J Eugene Grigsby III
Director	1.0	7.0	Yes (X)	$0	$207,925	$0
David Hoffmeister
Director	0.25	7.0	Yes (X)	$0	$31,577	$0
Judith Johansen
Director	0.5	7.0	Yes (X)	$0	$222,508	$0
Kim J Kaiser
Director	1.0	6.5	Yes (X)	$0	$212,852	$0
Philip Marineau
Director	0.58	5.86	Yes (X)	$0	$214,967	$0
Jenny J Ming
Director	0.25	2.5	Yes (X)	$0	$48,477	$0
Edward YW Pei
Director	0.25	6.75	Yes (X)	$0	$217,904	$17,500
Margaret E Porfido
Director	0.5	6.0	Yes (X)	$0	$232,533	$0
Richard Shannon MD
Director	0.5	6.0	Yes (X)	$0	$83,501	$0
Cynthia A Telles
Director	0.5	7.0	Yes (X)	$0	$211,956	$0
Bernard J Tyson
Chairman, CEO & President	6.0	44.0	Yes (X)	$0	$4,687,312	$624,702	Yes (X)
Maryann M Bodayle
Assistant Secretary	1.0	49.0		$0	$158,433	$17,837	Yes (X)
Kathryn Lancaster
EVP & CFO	4.0	46.0		$0	$2,244,260	$698,565	Yes (X)
Donna Lynne
EVP, GP & Region President Col	4.0	46.0		$0	$1,592,097	$379,695	Yes (X)
Andrew R McCulloch
Region President - Northwest	25.0	25.0		$0	$935,306	$608,763	Yes (X)
Thomas R Meier
SVP, Corporate Treasurer	2.0	48.0		$0	$864,149	$183,340	Yes (X)
Donald H Orndoff
SVP, NFS	5.0	45.0		$0	$863,698	$167,586	Yes (X)
Jacqueline Sellers
Senior Counsel/Asst Secretary	6.0	44.0		$0	$252,345	$191,723	Yes (X)
Arthur M Southam
EVP, Health Plan Operations	5.0	45.0		$0	$2,501,640	$595,175	Yes (X)
Deborah Stokes
svp, cc & cao	4.0	46.0		$0	$762,279	$294,052	Yes (X)
William N Wiechmann
Assistant Secretary	50.0	0.0		$0	$430,240	$184,971	Yes (X)
Victoria B Zatkin
VP, Off of Brd & Corp Gov Svcs	5.0	45.0		$0	$347,803	$242,808	Yes (X)
Mark S Zemelman
SVP, Gen Counsel & Secretary	2.0	48.0		$0	$1,511,815	$433,272	Yes (X)
Mark A Charpentier
VP, Mktg, Sls, Bus Dev & Comm	30.0	20.0		$0	$457,092	$153,465		Yes (X)
Susan M Hennessy
VP, Strategic Planning & Hlth	30.0	20.0		$0	$287,671	$212,706		Yes (X)
David Lake
VP, Strategy & Health Plan Ops	50.0	0.0		$0	$288,064	$94,425		Yes (X)
Susan E Mullaney
VP, Hospital Operations	30.0	20.0		$0	$400,940	$135,972		Yes (X)
Karen L Schartman
VP & CFO	30.0	20.0		$0	$540,805	$259,191		Yes (X)
Mary L Durham
VP, The Center Health Research	30.0	20.0		$0	$438,758	$186,808			Yes (X)
Eleanor Godfrey
VP, Quality & Service	50.0	0.0		$0	$395,742	$521,678			Yes (X)
Michael E Kinard
VP, Ambulatory Care Svc	30.0	20.0		$0	$381,520	$325,650			Yes (X)
Richie E Smith
VP, HR - NW	30.0	20.0		$0	$405,917	$121,666			Yes (X)
Kenneth R Wright
VP, Dental Care Svcs - NW	50.0	0.0		$0	$367,906	$131,474			Yes (X)
George C Halvorson
Chairman	0.0	0.0		$0	$10,399,970	$46,427				Yes (X)
Erin M Downing
Assistant Secretary	0.0	50.0		$0	$103,235	$29,742				Yes (X)
MARK M ENGER
VP, Chief Operations Officer	0.0	0.0		$0	$124,207	$26,441				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$35,648,956	TotReportableCompRltdOrgAmt
Total Other Compensation	$7,078,987	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1174	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
KAISER FOUNDATION HOSPITALS
500 NE MULTNOMAH STREET	PORTLAND	OR	97232	MEDICAL SERVICES	$840,355,840
NORTHWEST PERMANENTE PC
500 NE MULTNOMAH ST 15TH FLOOR	PORTLAND	OR	97232	MEDICAL SERVICES	$512,247,679
PERMANENTE DENTAL ASSOCIATES
500 NE MULTNOMAH STREET 16th floor	PORTLAND	OR	97232	DENTAL SERVICES	$45,807,068
OREGON HEALTH SCIENCE university
PO BOX 3181 SW SAM JACKSON PARK RD	PORTLAND	OR	97201	MEDICAL SERVICES	$19,871,646
PEACEHEALTH SOUTHWEST MEDICAL CENTE
PO BOX 1600	VANCOUVER	WA	98668	MEDICAL SERVICES	$14,404,325

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	112	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
All Other Contributions	$105,012	AllOtherContributionsAmt
Total Contributions	$105,012	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MBR HLTH CARE PREM	621400	$2,282,479,328	$2,282,479,328
SUPPL CHARGE/PHARM	621400	$162,044,057	$155,723,952	$6,320,105
NON-PLAN & IND REV	621400	$12,177,063	$12,177,063
OTHER PRGRM SERV	621400	$140,008,924	$140,008,924
MEDICARE	621400	$724,648,047	$724,648,047

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,321,357,419	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,138,316	TotalRevenueColumnAmt
Exclusion	$14,138,316	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$388,578	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$46,854	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$341,724	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$341,724	TotalRevenueColumnAmt
Unrelated Business Revenue	$6,156	UnrelatedBusinessRevenueAmt
Exclusion	$335,568	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$476,949,161	SecuritiesAmt
Other	$16,157,692	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$474,494,122	SecuritiesAmt
Other	$10,124,245	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,455,039	SecuritiesAmt
Other	$6,033,447	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,488,486	TotalRevenueColumnAmt
Exclusion	$8,488,486	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,344,430,957	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,315,037,314	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,326,261	UnrelatedBusinessRevenueAmt
Exclusion	$22,962,370	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$204,055	TotalAmt
Program Services	$204,055	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$532,263,257	TotalAmt
Program Services	$497,603,550	ProgramServicesAmt
Management And General	$34,659,707	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$77,679,154	TotalAmt
Program Services	$77,679,154	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$146,747,058	TotalAmt
Program Services	$130,162,343	ProgramServicesAmt
Management And General	$16,584,715	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$43,057,782	TotalAmt
Program Services	$43,057,782	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,261,472	TotalAmt
Management And General	$1,261,472	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,260,010	TotalAmt
Management And General	$1,260,010	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$596,494	TotalAmt
Management And General	$596,494	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$357,707,095	TotalAmt
Program Services	$330,352,129	ProgramServicesAmt
Management And General	$27,354,966	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,923,942	TotalAmt
Program Services	$318,814	ProgramServicesAmt
Management And General	$5,605,128	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,301,615	TotalAmt
Program Services	$6,876,923	ProgramServicesAmt
Management And General	$1,424,692	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$161,933,600	TotalAmt
Program Services	$113,602,319	ProgramServicesAmt
Management And General	$48,331,281	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,765,518	TotalAmt
Program Services	$13,762,150	ProgramServicesAmt
Management And General	$3,368	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,206,343	TotalAmt
Program Services	$1,856,927	ProgramServicesAmt
Management And General	$349,416	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,825,499	TotalAmt
Management And General	$1,825,499	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$153,018	TotalAmt
Program Services	$153,018	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$35,276,843	TotalAmt
Program Services	$35,249,195	ProgramServicesAmt
Management And General	$27,648	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$17,917,396	TotalAmt
Program Services	$17,917,316	ProgramServicesAmt
Management And General	$80	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SERVICE PAYMENTS	$1,388,318,794	$1,388,318,794
SUPPLIES	$400,478,288	$357,532,161	$42,946,127
INTER-REGIONAL CHARGES	$29,683,590	$29,683,590
HIGH-RISK INSURANCE POOL COSTS	$9,733,596	$9,733,596

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$83,947,754	TotalAmt
Program Services	$36,067,862	ProgramServicesAmt
Management And General	$47,879,892	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,320,242,173	TotalAmt
Program Services	$3,090,131,678	ProgramServicesAmt
Management And General	$230,110,495	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,967,406	BOYAmt
EOY	$3,479,900	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$74,349,559	BOYAmt
EOY	$86,937,418	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$29,645,461	BOYAmt
EOY	$35,338,140	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,804,290	BOYAmt
EOY	$4,563,840	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$683,995,552	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$402,075,601	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$275,899,033	BOYAmt
EOY	$281,919,951	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$867,947,473	BOYAmt
EOY	$904,788,892	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$75,105,348	BOYAmt
EOY	$59,057,243	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,333,718,570	BOYAmt
EOY	$1,376,085,384	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$167,404,966	BOYAmt
EOY	$206,048,458	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$30,230,560	BOYAmt
EOY	$32,407,106	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$713,559,032	BOYAmt
EOY	$953,461,651	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$911,194,558	BOYAmt
EOY	$1,191,917,215	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$4,712,722	BOYAmt
EOY	$4,712,722	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$417,811,290	BOYAmt
EOY	$179,455,447	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$422,524,012	BOYAmt
EOY	$184,168,169	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,333,718,570	BOYAmt
EOY	$1,376,085,384	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$24,188,784	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,581,453	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$259,963,174	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$56,498	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,240	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$55,792	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$90,559	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,012	CurrentTaxYearAmt
Total	$342,101	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,682,950,846	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,817,773,409	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,980,226,987	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,143,279,380	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,315,037,313	CurrentTaxYearAmt
Total	$14,939,267,935	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,683,007,344	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,817,807,649	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,980,282,779	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,143,369,939	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,315,142,325	CurrentTaxYearAmt
Total	$14,939,610,036	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$14,939,610,036	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,587,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,185,497	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,369,318	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,364,423	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,526,894	CurrentTaxYearAmt
Total	$87,033,824	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,587,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,185,497	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,369,318	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,364,423	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,526,894	CurrentTaxYearAmt
Total	$87,033,824	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,705,595,036	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,836,993,146	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,996,652,097	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,157,734,362	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,329,669,219	CurrentTaxYearAmt
Total	$15,026,643,860	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99421	PublicSupportCY509Pct
Public Support PY509	0.99306	PublicSupportPY509Pct
Investment Income CY	0.00579	InvestmentIncomeCYPct
Investment Income PY	0.00694	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Form4720 Filed	false	Form4720FiledInd
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$9,000	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$70,028	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$23,133	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$84,632	OtherActivitiesAmt
Total Lobbying Expenditures	$186,793	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Lines 1a through 1i	FormAndLineReferenceDesc
Explanation	LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), Health Plan HAS A POLICY PROHIBITING ANY OF Health Plan'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. Health Plan ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF TIME AND MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. Health Plan EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT Health Plan'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON Health Plan'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF Health Plan, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF Health Plan AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF Health Plan. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF Health Plan OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF Health Plan. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$31,797,596	OtherCostOrOtherBasisAmt
Book Value	$31,797,596	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$444,896,223	OtherCostOrOtherBasisAmt
Depreciation	$269,108,862	DepreciationAmt
Book Value	$175,787,361	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$27,304,749	OtherCostOrOtherBasisAmt
Depreciation	$17,101,915	DepreciationAmt
Book Value	$10,202,834	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$156,093,188	OtherCostOrOtherBasisAmt
Depreciation	$106,044,850	DepreciationAmt
Book Value	$50,048,338	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,903,796	OtherCostOrOtherBasisAmt
Depreciation	$9,819,974	DepreciationAmt
Book Value	$14,083,822	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$281,919,951	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
SELF-INSURED RISK - PPL	$69,392,052
SELF-INSURED RISK - AUTO & UNE	$410,000
SELF-INSURED RISK - WORKERS CO	$4,377,367
POST RETIREMENT BENEFIT-LT	$850,422,919
POST RETIREMENT BENEFIT-CURRT	$9,796,654
OTHER LIABILITIES	$19,062,659

Field	Value	IRS element (for citing)
Total Liability	$953,461,651	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$3,075,347,682	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,581,453	NetUnrealizedGainsInvstAmt
Other Revenue	-$257,461,282	OtherRevenueAmt
Revenue Not Reported	-$260,042,735	RevenueNotReportedAmt
Revenue Subtotal	$3,335,390,417	RevenueSubtotalAmt
Investment Expenses Not Incld	$596,494	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$8,444,046	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$9,040,540	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,344,430,957	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,313,703,526	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$46,854	OtherExpensesIncludedAmt
Expenses Not Reported	$46,854	ExpensesNotReportedAmt
Expenses Subtotal	$3,313,656,672	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$596,494	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$5,989,007	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$6,585,501	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,320,242,173	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part X, Line 2	FIN 48 Footnote: THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER FIN 48.
Schedule D, Part XI, Line 2d	Change in other comprehensive income $ (258,638,883) Gain/loss on investments - book 3,359,600 OTTI Losses (see note 1) (2,228,853) Rental Revenue reclass 46,854 ---------------------------------------------------------------- Total (257,461,282) note 1: other than temporary impairment (otti) of investment recognized for financial statement purposes, which will be tax reported when realized.
Schedule D, Part XI, Line 4b	Gain/loss on investments - tax $ 2,455,039 Net Interest reclass 11,483 bad debt expense reclass 5,977,524 ----------------------------------------------------------------- Total 8,444,046
Schedule D, Part XII, Line 2d	Rental Expense reclass 46,854
Schedule D, Part XII, Line 4b	bad debt expense reclass $ 5,977,524 interest expense reclass 11,483 ------------------------------------------------------------------- total 5,989,007

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
American Heart Association
4380 SW Macadam Ave Suite 480	Portland	OR	97239	135673797	501(c)(3)	$69,640	Fundraising
Basic Rights Education Fund
PO B0x 40625	Portland	OR	97240	931266631	501(c)(3)	$8,850	Fundraising
Bicycle Transportation Alliance
618 NW Glisan Suite 401	Portland	OR	97209	931057956	501(c)(3)	$7,500	Fundraising
March of Dimes Foundation
1220 SW Morrison St Suite 150	Portland	OR	97205	131846366	501(c)(3)	$14,000	Fundraising
Portland Schools Foundation (All Hands )
2069 NE Hoyt	Portland	OR	97232	931149789	501(c)(3)	$9,600	Fundraising
Salem Keizer Education Foundation SKEF
233 Commercial St NE	Salem	OR	97301	930831467	501(c)(3)	$10,000	Fundraising
Susan G Komen for the Cure - OR & SW WA
1500 SW First Ave Suite 270	Portland	OR	97201	931068897	501(c)(3)	$24,100	Fundraising Salem World Beat Festival

Field	Value	IRS element (for citing)
Total501c3 Org	7	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Question 2	FormAndLineReferenceDesc
Explanation	At the end of their funding cycle grantees are required to submit a final REPORT WHICH DELINEATES ACCOMPLISHMENTS RELATED TO STATED OBJECTIVES. LARGE GRANTS (TYPICALLY OVER $100,000) MAY REQUIRE QUARTERLY PROGRESS REPORTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (38 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Maryann M Bodayle
Assistant Secretary	$0	$142,083	$0	$15,000	$0	$1,350	$0	$9,356	$0	$8,481	$0	$176,270	$0	$0
Christine K Cassel
Director	$0	$173,500	$0	$0	$0	$0	$0	$0	$0	$0	$0	$173,500	$0	$0
Thomas W Chapman
Director	$0	$243,148	$0	$0	$0	$18,659	$0	$17,500	$0	$0	$0	$279,307	$0	$53,148
Mark A Charpentier
VP, Mktg, Sls, Bus Dev & Comm	$0	$245,608	$0	$175,747	$0	$35,737	$0	$131,548	$0	$21,917	$0	$610,557	$0	$0
Erin M Downing
Assistant Secretary	$0	$94,097	$0	$7,718	$0	$1,420	$0	$21,551	$0	$8,191	$0	$132,977	$0	$0
Mary L Durham
VP, The Center Health Research	$0	$211,496	$0	$111,889	$0	$115,373	$0	$163,031	$0	$23,777	$0	$625,566	$0	$58,460
MARK M ENGER
VP, Chief Operations Officer	$0	$0	$0	$66,279	$0	$57,928	$0	$24,121	$0	$2,320	$0	$150,648	$0	$0
Jeffrey E Epstein
Director	$0	$190,000	$0	$0	$0	$7,467	$0	$0	$0	$0	$0	$197,467	$0	$0
Daniel P Garcia
SVP, Chief Compliance Officer	$0	$575,436	$0	$732,710	$0	$49,198	$0	$143,894	$0	$31,959	$0	$1,533,197	$0	$0
Eleanor Godfrey
VP, Quality & Service	$0	$198,277	$0	$91,179	$0	$106,286	$0	$507,952	$0	$13,726	$0	$917,420	$0	$52,382
William R Graber
Director	$0	$220,000	$0	$0	$0	$11,434	$0	$0	$0	$0	$0	$231,434	$0	$0
J Eugene Grigsby III
Director	$0	$207,500	$0	$0	$0	$425	$0	$0	$0	$0	$0	$207,925	$0	$0
George C Halvorson
Chairman	$0	$0	$0	$10,372,909	$0	$27,061	$0	$46,427	$0	$0	$0	$10,446,397	$0	$0
Susan M Hennessy
VP, Strategic Planning & Hlth	$0	$86,816	$0	$192,452	$0	$8,403	$0	$205,494	$0	$7,212	$0	$500,377	$0	$0
Judith Johansen
Director	$0	$211,000	$0	$0	$0	$11,508	$0	$0	$0	$0	$0	$222,508	$0	$0
Kim J Kaiser
Director	$0	$207,500	$0	$0	$0	$5,352	$0	$0	$0	$0	$0	$212,852	$0	$0
Michael E Kinard
VP, Ambulatory Care Svc	$0	$264,425	$0	$98,555	$0	$18,540	$0	$304,281	$0	$21,369	$0	$707,170	$0	$0
David Lake
VP, Strategy & Health Plan Ops	$0	$199,683	$0	$71,283	$0	$17,098	$0	$66,658	$0	$27,767	$0	$382,489	$0	$0
Kathryn Lancaster
EVP & CFO	$0	$704,458	$0	$1,248,561	$0	$291,241	$0	$681,278	$0	$17,287	$0	$2,942,825	$0	$189
Donna Lynne
EVP, GP & Region President Col	$0	$552,267	$0	$770,984	$0	$268,846	$0	$348,771	$0	$30,924	$0	$1,971,792	$0	$171,108
Philip Marineau
Director	$0	$207,500	$0	$0	$0	$7,467	$0	$0	$0	$0	$0	$214,967	$0	$0
Andrew R McCulloch
Region President - Northwest	$0	$417,306	$0	$475,517	$0	$42,483	$0	$583,821	$0	$24,942	$0	$1,544,069	$0	$0
Thomas R Meier
SVP, Corporate Treasurer	$0	$326,884	$0	$440,788	$0	$96,477	$0	$150,921	$0	$32,419	$0	$1,047,489	$0	$1,478
Susan E Mullaney
VP, Hospital Operations	$0	$275,063	$0	$109,859	$0	$16,018	$0	$107,238	$0	$28,734	$0	$536,912	$0	$0
Donald H Orndoff
SVP, NFS	$0	$403,330	$0	$437,678	$0	$22,690	$0	$139,375	$0	$28,211	$0	$1,031,284	$0	$0
Edward YW Pei
Director	$0	$205,000	$0	$0	$0	$12,904	$0	$17,500	$0	$0	$0	$235,404	$0	$0
Margaret E Porfido
Director	$0	$215,000	$0	$0	$0	$17,533	$0	$0	$0	$0	$0	$232,533	$0	$0
Karen L Schartman
VP & CFO	$0	$288,220	$0	$184,855	$0	$67,730	$0	$246,977	$0	$12,214	$0	$799,996	$0	$39,061
Jacqueline Sellers
Senior Counsel/Asst Secretary	$0	$188,039	$0	$58,756	$0	$5,550	$0	$179,755	$0	$11,968	$0	$444,068	$0	$0
Richie E Smith
VP, HR - NW	$0	$264,582	$0	$124,703	$0	$16,632	$0	$94,291	$0	$27,375	$0	$527,583	$0	$0
Arthur M Southam
EVP, Health Plan Operations	$0	$780,801	$0	$1,384,773	$0	$336,066	$0	$571,937	$0	$23,238	$0	$3,096,815	$0	$7,255
Deborah Stokes
svp, cc & cao	$0	$348,937	$0	$336,625	$0	$76,717	$0	$272,898	$0	$21,154	$0	$1,056,331	$0	$0
Cynthia A Telles
Director	$0	$205,000	$0	$0	$0	$6,956	$0	$0	$0	$0	$0	$211,956	$0	$0
Bernard J Tyson
Chairman, CEO & President	$0	$1,191,890	$0	$2,757,589	$0	$737,833	$0	$593,465	$0	$31,237	$0	$5,312,014	$0	$0
William N Wiechmann
Assistant Secretary	$0	$240,268	$0	$126,173	$0	$63,799	$0	$158,376	$0	$26,595	$0	$615,211	$0	$36,921
Kenneth R Wright
VP, Dental Care Svcs - NW	$0	$229,651	$0	$118,483	$0	$19,772	$0	$100,876	$0	$30,598	$0	$499,380	$0	$0
Victoria B Zatkin
VP, Off of Brd & Corp Gov Svcs	$0	$201,172	$0	$108,856	$0	$37,775	$0	$237,758	$0	$5,050	$0	$590,611	$0	$2,368
Mark S Zemelman
SVP, Gen Counsel & Secretary	$0	$505,424	$0	$697,669	$0	$308,722	$0	$403,607	$0	$29,665	$0	$1,945,087	$0	$108,241

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, line 3	Kaiser foundation health plan of the northwest relied on kaiser foundation health plan, inc. that used one or more of the methods described below to establish the top management officials' compensation: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study, and - Approval by the board or compensation committee.
Schedule J, Part I, Line 4a	severance payments: Mark M. Enger $ 57,903 LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO SEVERANCE BENEFITS IN THE EVENT OF TERMINATION BY THE ORGANIZATION WITHOUT CAUSE OR DUE TO JOB ELIMINATION. DEPENDING ON POSITION LEVEL, TENURE, AND TERMINATION REASON, SEVERANCE BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, SEVERANCE BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS. Schedule J, Part I, Line 4b Supplemental Nonqualified Retirement Plan Payment: MARY L. DURHAM $ 77,108 ELEANOR GODFREY 69,765 KATHRYN LANCASTER 248,666 DONNA LYNNE 225,342 THOMAS R. MEIER 59,750 KAREN L. SCHARTMAN 51,350 ARTHUR M. SOUTHAM 292,904 DEBORAH STOKES 55,423 BERNARD J. TYSON 568,604 WILLIAM N. WIECHMANN 47,365 VICTORIA B. ZATKIN 2,368 MARK S. ZEMELMAN 265,554 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
Schedule J, Part I, Line 7	Non-Fixed Payments: The organization provided non-fixed payments to some of the persons listed. Payments were made under incentive plans, based on attainment of organizational performance goals and individual performance, designed to support the organization's mission to provide high-quality, affordable care and improve the health of its members and the communities it serves.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, part vi, question 6	Kaiser foundation health plan, inc. is the sole member. Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization.
Form 990, PART VI, QUESTION 7A	KFHP, INC. appoints the directors (and fills vacancies and has authority to remove directors). The same 15 individuals who comprise the board of directors of KFHP also serve as the 15 directors of KFHP-CO, NW, MAS.
Form 990, PART VI, QUESTION 7B	THE FOLLOWING ACTIONS OF THE CORPORATION REQUIRE APPROVAL OF THE SOLE MEMBER: A) REMOVAL OF THE CHAIRMAN OF THE BOARD OR ANY PRESIDENT; B) Amendment of article d, section d-4 of the bylaws - election and term of office of directors.
Form, PART VI, QUESTION 11B	form 990 review process 1. Key information necessary for the preparation of the tax return is obtained and/or confirmed with internal sources including regional finance, executive compensation, community benefits, treasury, government relations, and legal. 2. Community benefits details are presented to the community benefit committee of the board for review. 3. The complete tax return is reviewed and signed by a Pricewaterhousecoopers LLP tax advisor. 4. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 5. A copy of the return is provided to each board member prior to filing.
Form 990, PART VI, QUESTIONS 12C	Compliance Enforcement: A. Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy - Kaiser Permanente regularly monitors compliance with the Conflicts of Interest Policy in 3 key ways: a1. The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance office for review and appropriate action. Employees can report anonymously. Retaliation is prohibited. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid or manage conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually. a2. The National Compliance Office and Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required. In addition, Conflicts of Interest Questionnaire Reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually; and a3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/Hospitals Audit and Compliance Committee. B. Regularly and Consistently Enforces Compliance with the Conflicts of Interest Policy - To ensure consistency in the enforcement of the policy Kaiser Permanente uses the following steps as a general guideline: b1. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. b2. Kaiser Permanente notifies employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. b3. In the event that it is necessary to discipline any employee because of, but not limited to, failure to comply with applicable legal/regulatory requirements, Kaiser Permanente policies and procedures, or the Principles of Responsibility, or for unsatisfactory performance or misconduct, coaching/counseling and/or corrective/disciplinary action may include, but is not limited to: - Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem; - Written notice, with or without final warning; - Paid or unpaid suspension, with or without final warning; - Termination of employment.
Form 990, PART VI, QUESTION 15A/B	Compensation Determination: The executive compensation program is designed to recruit, retain and motivate qualified senior management personnel. Senior management personnel have a significant impact on the strategic and policy direction and results of the organization. Therefore, the executive compensation program is, to a significant degree, performance-based. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION, PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES). Base pay for executive positions is established at a level comparable to the relevant market. In addition, other components of the compensation program bear 'at-risk' features designed to focus on strategically important performance goals and to assist in attracting and retaining top performers. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. Evaluation of comparable pay data is performed by an Independent Compensation, Benefit & Human Resource Consulting firm. The compensation program focuses on objectives in the areas of quality of member care and service, financial soundness, and the community and social mission of the organization.
Form 990, PART VI, QUESTION 18	Available on Guidestar.org website
Form 990, PART VI, QUESTION 19	Public Inspection Copy: Governing documents - are available from the Department of Insurance and maintained on the state agency website or upon request. Conflict of interest policy is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG and is available upon request. To request copies contact: Vice President - Tax Services Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Suite 15L Oakland, CA 94612.
Form 990, PART VII, SECTION A, COLUMN B:	Hours for Related Organization: Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated.
Form 990, PART XI, LINE 9	Change in Other comprehensive income $ (258,638,883) Gain/loss on sale of investments per tax (2,455,039) Gain/loss on sale of investments per book 3,359,600 Other than temporary impairment loss (2,228,853) --------------------------------------------------------------------- Total (259,963,175)
FORM 990, PART III, LINES 4A - 4D	2014 Community Benefit Report Kaiser Foundation Health Plan of the Northwest Kaiser Foundation Health Plan of the Northwest's Commitment to the Community Kaiser Foundation Health Plan of the Northwest (Northwest Health Plan or KFHP-NW) provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Its contractual obligations to group and individual members are fulfilled by contracting with Kaiser Foundation Hospitals (KFH) and Permanente Medical Group physicians to provide health care services for its members. KFHP-NW strives for excellence in serving its members through market-leading performance in quality and service. As a subsidiary of Kaiser Foundation Health Plan, Inc. (KFHP, Inc.), membership is available without regard to age, sex, race, religion, or national origin, or to the individual's ability to pay. Northwest Health Plan members are broadly representative of the communities served. Once enrolled, a member may maintain membership regardless of health or employment status. As related nonprofit organizations, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Health Plan of the Northwest are committed to improving the health of communities beyond enrolled membership. Annual investments in a range of Community Benefit programs are a fundamental embodiment of the organizations' ongoing commitment to improve the general wellbeing within the broader community. These investments result in intentional, planned, measurable, and accountable benefits intended to address many of the health challenges faced at the individual, local, state, and national levels. In 2007, Kaiser Foundation Health Plan, Inc.'s board of directors refined the focus of the organizations' Community Benefit programs and established the following four priority areas which have come to be known as "Streams of Work": A. Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for the under- and uninsured. B. Community Health Initiatives (CHI) - Seeks to measurably improve the health of the communities we serve. Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. C. Safety Net Partnerships - Builds partnerships with community clinics, local health departments, and public hospitals. Provides funding, technical assistance, dissemination of care management, and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. D. Developing and Disseminating Knowledge - Improves health care by sharing our knowledge - educating practitioners, advancing research, empowering consumers, and informing policymakers about evidence-based care and health. The following are details of the Community Benefit activities provided by Kaiser Foundation Health Plan of the Northwest: In 2014, Northwest Health Plan served over 504,000 members and expended approximately 76.5 million (at cost, net of $66.5 million of related revenues) to support Community Benefit activities. The following summarizes many of the signature Community Benefit programs and services grouped according to the national Streams of Work.
A. Care and Coverage for Low-Income People	Improving health care access for those with limited incomes and resources is fundamental to Kaiser Foundation Health Plan of the Northwest's mission. In 2014, Northwest Health Plan spent approximately $74.6 million (at cost, net of $66.5 million of related revenues) to address the financing and delivery of health care for populations vulnerable due to socio-economic status, illness, ethnicity, age or other factors. Program beneficiaries (under- and uninsured) received free or discounted care in a Kaiser Permanente facility or by a Permanente provider. A.1. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) In Oregon and Washington, Northwest Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) programs. In 2014, Northwest Health Plan spent approximately $23.5 million (at cost, net of $678 thousand of related revenues) on under- and uninsured patients. A.1.1. Medical Financial Assistance (MFA) Program Northwest Health Plan's Medical Financial Assistance program provides financial assistance for emergency and medically necessary services, medications, and supplies to patients with a demonstrated financial need. Patients must receive health care services at a Kaiser Permanente facility and/or from a Kaiser Permanente provider. Eligibility is based upon prescribed levels of income to patients who have exhausted other private and public sources of support. In 2014, KFHP-NW provided approximately $17.0 million (at cost, net of related revenues of $0) of services under this program. At KFHP-NW, uninsured patients receive a discount on hospital and professional charges for emergency or other medically necessary care without an application and regardless of income level. The discount is provided to ensure that an uninsured individual is not charged more for emergency or other medically necessary services than the amounts generally billed to insured individuals receiving equivalent care. Contracted collection agency practices are already aligned with the organization's social values and IRC section 501(r). This legislation was finalized in December 2014 and is fully effective for the 2016 tax year. Additionally, any patient experiencing financial hardship due to high medical expenses relative to their income level may qualify for the program under special circumstances. Northwest Health Plan's MFA eligibility criteria allows insured patients falling below 300% of the Federal Poverty Guidelines (FPG) and uninsured patients falling below 350% of FPG to receive full write off of medical charges. In Oregon and Washington, the MFA program also covers full or partial expenses for dental services if applicants meet qualifying guidelines. In 2014, the MFA program assisted more than 13,000 qualified applicants, including more than 2,200 patients who were not otherwise covered by a health care plan offered by Kaiser Foundation Health Plan of the Northwest. This population received full or partial forgiveness for 103,000 outpatient visits and over 70,000 prescriptions. A.1.2. Charitable Health Coverage (CHC) Program Charitable Health Coverage is a unique approach to caring for low-income uninsured persons in the community. Eligible participants receive a regular Kaiser Permanente Health Plan membership card and access to the full range of services and providers - a much better alternative to potentially costly emergency room visits or hospitalization. This allows Northwest Health Plan to invest in the longer term health of patients and the community. KFHP-NW's CHC programs have a long history of making a real difference in the lives of low-income people who might otherwise have no permanent medical home. During 2014, KFHP-NW invested approximately $6.5 million (at cost, net of $678 thousand of related revenues) to support the CHC program. In order to meet the requirements of the Affordable Care Act, Kaiser Foundation Health Plan of the Northwest's CHC program was redesigned in 2014. The new CHC program includes a separately administered premium subsidy that CHC members use for the purchase of a standard off-exchange Kaiser Permanente Individual/Family (KPIF) gold level plan. To ensure that patient cost share obligations do not become a barrier to care, a Medical Financial Assistance award is provided to CHC members at the time of enrollment in the CHC program. Recertification takes place about every two years to confirm that members remain eligible to participate. Prospective members are invited to apply during limited annual enrollment periods and after experiencing triggering events. A.1.2.1. Child Health Plan The Child Health Program Plus targets eligible students. This program is open to children of low-income families who reside in one of six school districts and who do not have access to other health insurance options. The program provides comprehensive medical, dental and prescription coverage to children between kindergarten and 12th grade, and these children must come from a household with income up to 350% of the Federal Poverty Guidelines. At the end of 2014, more than 3,700 children were covered by membership in this program. A.2. Participation in Medicaid and Other Government-Sponsored Programs Kaiser Foundation Health Plan of the Northwest has a long history of participating in publicly financed health programs as a nonprofit organization. KFHP-NW participates in Medicaid and other government-sponsored programs under a variety of models, depending on the structure of these programs in each state. In 2014, the Northwest Health Plan provided coverage and services valued at $41.3 million (at cost, net of $65.8 million of related revenues) for members and nonmembers in programs sponsored by the federal and state governments. As of December 2014, KFHP-NW's membership in Medicaid programs exceeded 22,000. This represents an increase of 8,100 or 57% from year-end 2013. The Affordable Care Act is expected to have a far-reaching impact on the landscape of government-sponsored programs, as these options are poised to become the key source of health coverage for a significant portion of the American population. KFHP-NW has responded to this challenge by developing organizational strategies to enable individuals whose coverage is changing - due to personal or financial circumstances - to enroll in a Medicaid program offered by KFHP-NW. Realized and anticipated growth in the organization's Medicaid offerings closely aligns with and supports KFHP-NW's core mission, tax exempt status, credibility in state and federal policy arenas, and community health needs focusing on access to care. To better cope with the expansion of KFHP-NW's Medicaid program, a new Medicaid Assistance Center (MAC) was opened for operation in early November. Center representatives provide specialized enrollment services by assisting callers in understanding Medicaid in their state and the qualifications to enroll in Medicaid with KFHP NW, with an emphasis on availability of bilingual support. A proactive follow-up process has been implemented to nurture a good foundational relationship with those prospects that elect to receive communications. A.2.1. Medicaid Programs Northwest Health Plan participated in three Medicaid managed care programs in Oregon and Washington as well as a fee-for-service provider for patients who have no formal affiliation with KFHP-NW. In 2014, KFHP-NW expended approximately $36.2 million (at cost, net of $59.6 million of related revenues) to subsidize care under Medicaid. The following describe the programs and target populations. A.2.1.1. Medicaid Managed Care Programs A.2.1.1.1. Oregon Health Plan Northwest Health Plan is a direct contractor with the Oregon Health Plan under a Provider Care Organization contract to deliver primary and specialty care paid by the state. All reporting, analysis, auditing, and member administration is performed by KFHP-NW as a Managed Care Organization. As a result, KFHP-NW is engaged in policy development, program structure, and technical capabilities in partnership with the Oregon Health Plan. Members in this program are enrolled based on eligibility criteria for qualified participants who reside in Marion and Polk counties. A.2.1.1.2. Health Share of Oregon With the establishment of Coordinated Care Organizations in the State of Oregon, KFHP-NW joined other health plans as a risk-accepting entity and founding partner in the management of Medicaid managed care contracts. Currently, KFHP-NW in conjunction with Tuality Healthcare, Care Oregon, and Providence Health Services is ranked as the largest Coordinated Care Organization in the state. Health Share of Oregon serves members in Clackamas, Multnomah, and Washington counties. A.2.1.1.3. Healthy Options Healthy Options is a Medicaid program for low-income individuals that meet eligibility requirements for Medicaid. It is a fully-capit
E. Other Community Benefit Investments	During 2014, Northwest Health Plan spent $1.9 million to support Community Benefit activities and programs beyond the national streams of work. This included the administrative expenses of a Community Benefit department dedicated to supporting regional Community Benefit programs and services and coordinating related initiatives.
F. Environmental Stewardship	Poor environmental quality contributes to disease and economic insecurity. Kaiser Foundation Health Plan of the Northwest has committed itself to protecting and improving the natural environment as a key component of its mission to improve the health of the community it serves. Although costs associated with this initiative are not included in the dollars reported as Community Benefit investments, efforts in this area contribute to advancing a broader vision emphasizing healthy people and healthy environments while also improving health care quality and affordability. To fulfill the organization's commitment to the natural environment, KFHP-NW maintains a governance structure for environmental stewardship that enables the organization to continually improve its environmental performance. This structure includes clearly defined roles, responsibilities, plans and routines, and has resulted in the following five organizational focus areas. These have been selected based on their ability to result in the greatest impact on the environmental forces that shape environmental and human health. - Finding safe alternatives to harmful industrial chemicals - Responding to climate change - Promoting sustainable farming and food choices - Reducing, reusing, and recycling to eliminate waste - Conserving water In each of these focus areas, KFHP-NW has established ambitious goals (including a target to reduce total greenhouse gas emissions by 30% by 2020, compared to a 2008 baseline), implemented initiatives, achieved measurable improvements, and regularly reported progress to the board of directors, staff, and the general public. By replacing paper medical charts and digitizing x-ray images through an electronic medical record system, Kaiser Foundation Health Plan of the Northwest is also contributing to the avoidance of approximately 1,000 tons of paper waste and 200,000 pounds of x-ray film per year. F.1. Performance Metrics During 2014, key performance indicators for Kaiser Foundation Health Plan of the Northwest included: F.1.1. In Oregon and Washington: F.1.1.1 Reducing total greenhouse gas emissions (metric tons CO2e) by 8.5% compared to the 2008 baseline for all facilities and assets under KFHP-NW's operational control. F.1.1.2 Reducing KFHP-NW's energy use intensity (kBtu/rentable square foot) by 2% compared to the 2010 baseline year. F.1.1.3 Increasing expenditures on "sustainable food" (as defined by the Green Guide to Health Care) to approximately 14% of overall spending on food. F.1.1.4 Responsibly recycling nearly 800 tons of confidential paper, electronic equipment, and medical devices. F.1.1.5 Purchasing medical products for which at least 99% were free of harmful PVC or DEHP chemicals in the following categories: 1) breast pumps; 2) enteral nutrition products; 3) parenteral infusion devices and sets; 4) general urological (irrigation/urology sets and solutions and urinary catheters); 5) examination gloves; and 6) vascular catheters. Due to normal lag times in receiving and processing utility bills, performance for this indicator reflects emissions during the preceding calendar year (i.e. 2013). Performance for this indicator includes emissions avoided through cleaner energy purchasing initiatives.
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED MEDICAL SVC TOTAL FEES:XXX-XX-XXXX
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED OTHER NON-MEDICAL SV TOTAL FEES:27329548

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
Kaiser Foundation Health Plan Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	941340523	HEALTH CARE	CA	501(c)(3)	9	NA	false
Kaiser Foundation Health Plan of CO Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	840591617	HEALTH CARE	CO	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Foundation Health Plan of GA Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	581592076	HEALTH CARE	GA	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Foundation Health Plan of the MAS
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	520954463	HEALTH CARE	MD	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Foundation Hospitals
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	941105628	HEALTH CARE	CA	501(c)(3)	3	na	false
Camp Bowie Service Center
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299123	ADMIN	CA	501(c)(3)	11 - I	KFHP INC	Yes (true)
Kaiser Health Alternatives
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930954562	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Hospital Asset Management Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299125	ASSET MGMT	CA	501(c)(3)	11 - I	KFH	Yes (true)
Kaiser Health Plan Asset Management Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299124	ASSET MGMT	CA	501(c)(3)	11 - I	KFHP INC	Yes (true)
Lokahi Assurance Ltd
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	912171891	wc placement	HI	501(c)(3)	11 - I	KFHP INC	Yes (true)
OHP
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930480268	LEASING	WA	501(c)(3)	11 - I	KFHP INC	Yes (true)
1800 Harrison Foundation
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943317484	FINANCING	CA	501(c)(3)	11 - II	KFHP INC	Yes (true)
KAISER HOSPITAL ASSISTANCE CORPORATION
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	311779500	FINANCING	CA	501(c)(3)	11 - III-NF	KFH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	HCMS LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA 15L	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94607	ZIPCd

Field	Value	IRS element (for citing)
EIN	203924985	EIN
Primary Activities	CONSULTING	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	N/A	PredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Controlled OrganizationControlledOrganizationInd
Kaiser Permanente International
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943245176	CONSULTING	CA	NA	C CORP	$0	$0	Yes (true)
Kaiser Permanente Insurance Company
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943203402	INSURANCE	CA	NA	C CORP	$0	$0	Yes (true)
Kaiser Properties Services Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943259432	REAL ESTATE	CA	NA	C CORP	$0	$0	Yes (true)
Oak Tree Assurance Ltd
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	030329760	INSURANCE	VT	NA	C CORP	$0	$0	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (true)	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (25 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAISER FOUNDATION HEALTH PLAN INC
L	$16,195,846	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
M	$104,448,102	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
P	$49,132,215	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
Q	$65,408,268	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
R	$958,740	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
I	$1,777,451	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
L	$82,934,013	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
M	$1,003,484,522	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
P	$1,439,957,575	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
Q	$240,380,818	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
L	$389,026	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
M	$433,720	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
P	$169,940	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
Q	$547,435	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
M	$270,549	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE MAS INC
L	$297,409	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE MAS INC
M	$335,909	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE MAS INC
P	$152,534	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE MAS INC
Q	$273,008	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
M	$11,253,341	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
P	$968,282	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
L	$4,799,211	PER AGREEMENT
LOKAHI ASSURANCE LTD
M	$15,992,964	PER AGREEMENT
LOKAHI ASSURANCE LTD
Q	$15,508,565	PER AGREEMENT
LOKAHI ASSURANCE LTD
R	$1,586,400	PER AGREEMENT